Privacy Policy

1. Information we collect

We collect only the information we need to respond to you and provide our services. This may include:

• Contact details such as your name, email address and phone number.
• Business information you choose to share, such as your type of business, years in operation, approximate revenue or the challenges you would like help with.
• Booking details such as the date, time and format (phone or video) of a consultation you schedule.
• Communications you send us by email, text message, direct message or comments on our social media pages.
• Technical information such as your browser type, device and pages visited, collected through cookies and similar tools on our web pages.

2. How we collect it

• Facebook and Instagram lead forms. When you submit one of our forms on Facebook or Instagram, Meta Platforms passes the information you entered to us. Meta's own handling of your data is governed by the Meta Privacy Policy.
• Our web pages, forms and booking calendar, when you fill them out or book a time.
• Social media messages and comments, including automated replies when you message us or comment on our posts.
• Directly from you, when you email, call or text us.

3. How we use your information

• To respond to your inquiry and contact you about booking a consultation or Smart Wins® audit call.
• To schedule, confirm and remind you of appointments.
• To understand your business so we can prepare for your call and recommend relevant services.
• To send you information, resources and offers related to our services, where you have consented.
• To measure and improve our advertising, website and communications.
• To keep business records and meet our legal obligations.

We do not sell, rent or trade your personal information.

4. Email and text messages

By submitting a form that asks for your email address or phone number, you consent to us contacting you by email, phone and text message about your inquiry and related services. Message frequency varies, and standard message and data rates may apply.

You can withdraw your consent at any time: click "unsubscribe" in any email, reply STOP to any text message, or contact us using the details below. Withdrawing consent will not affect messages needed to manage an appointment you have already booked.

5. Who we share it with

We share personal information only with trusted service providers who help us run our business, and only as needed for them to do so. These include:

• Our customer relationship management, booking, email and text messaging platform;
• Advertising and social media platforms such as Meta (Facebook and Instagram);
• Video conferencing, internal workspace and team communication tools;
• Our marketing agency and contractors who manage our campaigns and follow-up on our behalf.

These providers are required to protect your information and use it only for the services they provide to us. Some of them store or process data outside Canada, including in the United States, where it may be subject to the laws of that country.

We may also disclose information where required or permitted by law.

6. Cookies and advertising tools

Our web pages may use cookies and tracking technologies, such as the Meta Pixel, to understand how visitors use our pages and to show relevant ads to people who have visited them. You can control cookies through your browser settings and manage your ad preferences in your Facebook and Instagram account settings.

7. How long we keep it

We keep personal information only as long as needed for the purposes described in this policy, or as required by law. When it is no longer needed, we securely delete or anonymize it.

8. How we protect it

We use reasonable physical, administrative and technical safeguards, such as password-protected accounts and restricted access, to protect your information from loss, theft and unauthorized access. No method of transmission over the internet is completely secure, but we work to protect your information and review our practices regularly.

9. Your rights

You may ask to access the personal information we hold about you, ask us to correct it, or withdraw your consent to how we use it, subject to legal and contractual limits. To make a request, contact us using the details below. We will respond within 30 days.

If you have concerns about how we have handled your information, please contact us first. You also have the right to contact the Office of the Privacy Commissioner of Canada.

10. Children

Our services are intended for business owners and are not directed at anyone under 18. We do not knowingly collect personal information from children.

11. Changes to this policy

We may update this policy from time to time. The effective date at the top of this page shows when it was last updated.

12. Contact us